CIK: 0001802743
申告総資産額
$2.4億
上位200銘柄を表示中（全204銘柄）
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 10.79% | — | -0.97% | |
| 2 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-その他 | 5.56% | — | -0.94% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 5.44% | -0.15% | +93.74% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.33% | — | -3.54% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 4.71% | — | -2.90% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.32% | — | -1.52% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.35% | -0.26% | -3.22% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.29% | +0.12% | -39.41% | |
| 9 | PAXS | Pimco Access Income Fund | 株式-その他 | 2.64% | — | — | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.60% | — | -35.65% | |
| 11 | PDO | Pimco Dynamic Income Opport | 株式-その他 | 2.58% | — | +35.00% | |
| 12 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.56% | — | -2.51% | |
| 13 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 2.37% | — | +94.76% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.63% | — | -0.48% | |
| 15 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.50% | — | +1.66% | |
| 16 | FIDI | Fidelity Intl Hi Div ETF | ETF-その他 | 1.43% | — | -12.53% | |
| 17 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-その他 | 1.32% | — | -45.24% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.26% | — | +34.82% | |
| 19 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.98% | — | -43.84% | |
| 20 | CVX | Chevron CORP | 株式-エネルギー | 0.95% | +0.25% | -58.52% | |
| 21 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.79% | — | -32.85% | |
| 22 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.75% | — | -0.50% | |
| 23 | BX | Blackstone INC | 株式-金融 | 0.70% | — | -6.01% | |
| 24 | PRU | Prudential Financial INC | 株式-金融 | 0.70% | — | -5.18% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.67% | — | +1.99% | |
| 26 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.66% | — | +1.15% | |
| 27 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-テック型 | 0.65% | — | -0.57% | |
| 28 | STWD | Starwood Property Trust INC | 株式-不動産 | 0.65% | — | +1.11% | |
| 29 | WFC | Wells Fargo & Co | 株式-金融 | 0.59% | — | -3.96% | |
| 30 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 0.59% | — | +96.56% | |
| 31 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.57% | -0.12% | -1.01% | |
| 32 | MSFT | Microsoft CORP | 株式-IT | 0.55% | -0.23% | +6.35% | |
| 33 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.54% | — | — | |
| 34 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.52% | -0.12% | +5.88% | |
| 35 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.49% | — | — | |
| 36 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.49% | — | +14.81% | |
| 37 | DVYE | Ishares Emerging Markets Div | ETF-新興国市場 | 0.47% | — | +14.88% | |
| 38 | NVG | Nuveen Amt-fr Muni Crdt | 株式-その他 | 0.47% | — | +0.18% | |
| 39 | IVZ | Invesco Ltd. | 株式-金融 | 0.47% | — | -4.89% | |
| 40 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 0.47% | — | +12.96% | |
| 41 | SPG | Simon Property Group INC | 株式-不動産 | 0.45% | — | -4.38% | |
| 42 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.45% | — | -0.51% | |
| 43 | SO | Southern Co/the | 株式-公益事業 | 0.45% | — | -10.66% | |
| 44 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.43% | — | +91.49% | |
| 45 | RF | Regions Financial CORP | 株式-金融 | 0.42% | — | — | |
| 46 | PFE | Pfizer INC | 株式-ヘルスケア | 0.41% | — | -3.47% | |
| 47 | FNY | First Trust Mid Cap Growth | ETF-その他 | 0.40% | — | -3.82% | |
| 48 | XNEAX | Nuveen Amt-fr Qlty Muni INC | 株式-その他 | 0.40% | — | +0.21% | |
| 49 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.38% | — | — | |
| 50 | FYX | First Trust Small Cap Core A | ETF-中小型株 | 0.37% | — | -1.88% |